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Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

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Plan and execute client-generating events
What is an RIA Custodian? Exploring the Best RIA Custody Options for Advisors

What is an RIA Custodian? Exploring the Best RIA Custody Options for Advisors

Discover the role of an RIA custodian and explore the best options for safeguarding your clients' assets while building a tech-forward firm.
11/05/2024

Featured Articles

Why Altruist Is Just Like “The Big 2” Custodians — and Why It’s Completely Different

Why Altruist Is Just Like “The Big 2” Custodians — and Why It’s Completely Different

Altruist has earned the trust of over 4,000 advisors by delivering modern technology, lowering costs, and helping advisors drive better client outcomes.
10/11/2024
Fixed Income Reimagined: How Altruist is Bringing Innovation to Bond Trading

Fixed Income Reimagined: How Altruist is Bringing Innovation to Bond Trading

Discover how Altruist's innovative platform is transforming fixed income trading, offering advisors streamlined tools for efficient, cost-effective bond management and enhanced client outcomes.
09/16/2024
Advisor Portal Updates: Improved Navigation and Global Search

Advisor Portal Updates: Improved Navigation and Global Search

Enhance your advisory experience with Altruist's new Global Search and revamped navigation bar for quicker access and improved efficiency. Discover the latest updates today.
09/09/2024
How Does Altruist Make Money?

How Does Altruist Make Money?

A breakdown of how Altruist makes money with interest, securities lending, fees, and more, all while making financial advice accessible to everyone.
06/18/2024
Altruist’s Series E — One Step Closer to Better, More Accessible Financial Advice

Altruist’s Series E — One Step Closer to Better, More Accessible Financial Advice

A note from Jason Wenk regarding Altruist's 169M Series E raise and the impact the company is working towards for RIAs and end clients alike.
04/16/2024
Simply Better Pricing: A Note About Altruist’s Fee Schedule Update.

Simply Better Pricing: A Note About Altruist’s Fee Schedule Update.

An update from Jason Wenk about the simplicity, transparency, and competitive advantage of Altruist's forthcoming fee schedule.
04/11/2024
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Panoramic Financial Switched from Schwab to Altruist—and Saved 20 Hours a Week

Panoramic Financial Switched from Schwab to Altruist—and Saved 20 Hours a Week

Panoramic Financial saved 20 hours weekly switching from Schwab to Altruist, enabling better service and growth for young physicians.
11/12/2024

Case Studies

The Hardest (and Easiest) Decision Brandon Lockwood Faced When Breaking Away

The Hardest (and Easiest) Decision Brandon Lockwood Faced When Breaking Away

Brandon Lockwood shares his journey of breaking away to form his own RIA, emphasizing simplicity, strong client relationships, and choosing Altruist for efficient business scaling.
09/25/2024
Why Pacific Wealth Advisory Services moved $100M to Altruist (in Three Weeks)

Why Pacific Wealth Advisory Services moved $100M to Altruist (in Three Weeks)

Learn how Pacific Wealth Advisory Services high-touch customer service model is enhanced with scale and cost savings from Altruist.
09/06/2024
The 'Little Things' That Helped This $480M Firm Choose Altruist

The 'Little Things' That Helped This $480M Firm Choose Altruist

Learn how Financial Plans & Strategies, a $480M firm, delivers exceptional client outcomes, builds strong relationships, and leverages Altruist for growth.
08/28/2024
Faster Client Onboarding, Better Tools — A Chat with A.J. Toce

Faster Client Onboarding, Better Tools — A Chat with A.J. Toce

Advisor A.J. Toce takes us through his journey from repairing iPhones to founding Toce Financial Group, transitioning clients to Altruist, and streamlining services with efficient tools.
06/17/2024
Exponential growth and exceptional client service–Firebrand does both.

Exponential growth and exceptional client service–Firebrand does both.

See how Amy Barnes is able to sustain new client momentum and rapid firm growth with lightning-fast onboarding and highly efficient portfolio management.
11/20/2023
How Steward Reduced Client Onboarding Time by 91%

How Steward Reduced Client Onboarding Time by 91%

Learn how Ami Shah reduced end-to-end onboarding by 11 hours -- and the impact of having significantly more time to give back to the people she serves.
11/20/2023